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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
651
West Paces Advisors
Georgia
$1.11M -$9.76K -55 -0.9%
MFG
652
Merit Financial Group
Georgia
$1.1M +$263K +1,481 +34%
SFO
653
Stokes Family Office
Louisiana
$1.1M +$326K +1,839 +46%
CGL
654
Clarius Group LLC
Washington
$1.1M +$28.2K +159 +3%
AM
655
AGF Management
Ontario, Canada
$1.1M +$1.04M +5,847 New
DCM
656
Donaldson Capital Management
Indiana
$1.09M +$31.2K +176 +3%
CFAM
657
Center For Asset Management
Florida
$1.08M +$739K +4,165 +261%
AG
658
Algert Global
California
$1.08M +$1.02M +5,748 New
KWA
659
KCS Wealth Advisory
California
$1.08M -$23.6K -133 -2%
WPC
660
Wedmont Private Capital
Pennsylvania
$1.08M +$57.3K +323 +6%
MTIC
661
Missouri Trust & Investment Company
Missouri
$1.07M -$20.9K -118 -2%
S
662
SimplyRich
California
$1.07M +$710 +4 +0.1%
BCM
663
Boltwood Capital Management
California
$1.07M – – –
BP
664
Ballentine Partners
Massachusetts
$1.07M +$68.1K +384 +7%
TAM
665
Trust Asset Management
Texas
$1.07M – – –
PCM
666
Penserra Capital Management
California
$1.06M +$538K +3,034 +116%
BBL
667
Beck Bode LLC
Massachusetts
$1.05M -$40.5K -228 -4%
VWM
668
Venturi Wealth Management
Texas
$1.05M +$37.1K +209 +4%
AWM
669
Aries Wealth Management
Maine
$1.04M – – –
DA
670
Dover Advisors
Virginia
$1.04M – – –
DLA
671
Douglas Lane & Associates
New York
$1.03M -$4.44K -25 -0.5%
IG
672
ING Group
Netherlands
$1M +$409K +2,306 +76%
PWM
673
Perigon Wealth Management
California
$987K +$53.1K +299 +6%
PWM
674
Paulson Wealth Management
Illinois
$984K +$929K +5,234 New
ROTUOC
675
Regents of the University of California
California
$978K – – –
25 26
27
28 29